Robert
Kolb
Gradient Advisors, LLC
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About this Advisor
Robert Kolb is a financial advisor operating in Rocklin, California with a total of 1 year of relevant experience. Kolb currently works for Gradient Advisors, LLC. Kolb has gained experience at Mml Investors Services Inc, Securities Management And Research, Inc, Gradient Advisors LLC, Go Green Financial & Ins Services and Kolb Financial & Ins Services. Kolb has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in California. Gradient Advisors, LLC is a registered investment firm headquartered in Saint Paul, MN. The company has offices in 129 locations and a total of 142 employees. It administers $177 million in total assets across its 1,434 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 1,434 accounts, just 2% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees vary depending on which services the firm provides the client. However, fees charged by Gradient Advisors, LLC likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gradient Advisors, LLC Brokerage Details
$177,102,125
142
1,434
$123,502
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Robert Kolb Work History
Robert has been registered as a financial advisor for 1 years.*
Gradient Advisors LLC
Go Green Financial & Ins Services
Kolb Financial & Ins Services
Securities Management And Research, Inc
Mml Investors Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robert Kolb to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Gradient Advisors, LLC
Duluth, GA
Chesapeake, VA
Knoxville, TN
Saint Paul, MN
Saint Paul, MN
Kansas City, MO
Cedar Rapids, IA
Albuquerque, NM
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